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CScurich
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Mitglied seit ‎Feb 15, 2022
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Casey Scurich

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jieyintan on Februar 13, 2020
Bulk follow CRM records
At the moment, we can manually follow individual CRM records. That said, if I wanted to follow a list of contacts/companies/deals that might not be assigned to me, there isn't an easy way to do that. It will be really helpful if we are abl Beitrag ansehen
Antworten Idee Contacts & Companies
78 Likes
26 Antworten
CScurich
Teilnehmer/-in
Dezember 16, 2022
+1
KMaka on April 12, 2021
Future schedule recurring exports of saved object views
Hi, We (our company, Bill Identity) use HubSpot as our main CRM for Sales, AM & Marketing activities and we often export a lot of data from HubSpot to further customize reports for internal company reporting. For this to happen, we expor Beitrag ansehen
Antworten Idee Deals
14 Likes
4 Antworten
CScurich
Teilnehmer/-in
November 30, 2022
Upvoting this!! We desperately need this at our org as well! This would be helpful at both a report and/or list level
kal06g on Juli 19, 2019
Bulk Manage CRM Attachments on Company and Contact Records
We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at Beitrag ansehen
Antworten Idee Contacts & Companies
247 Likes
62 Antworten
CScurich
Teilnehmer/-in
November 16, 2022
+1 - would love the ability to mass export attachments in hubspot.
CScurich on November 16, 2022
Property Groups: Customize Display order
Currently, this is NOT a way to customize the way in which property groups are displayed when viewing "all properties" on an object level. Currently, it looks like they are organized/displayed based on the date that the group was created Beitrag ansehen
Antworten Idee Properties
1 Likes
2 Antworten
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect Beitrag ansehen
Antworten Idee Dashboards & Reports
351 Likes
111 Antworten
CScurich
Teilnehmer/-in
August 13, 2022
upvote!
bencefarkas on März 06, 2020
Restrict moving deals between stages
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal Beitrag ansehen
Antworten Idee Deals Sales Reporting
213 Likes
88 Antworten
CScurich
Teilnehmer/-in
Juli 01, 2022
+1
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